Company lists · Data refreshed November 2026
Top 25 Wealth & asset management companies based in Australia
RevenueBase identified 1,576 company matches for wealth & asset management companies associated with Australia as of November 2026 and tracks 20,139 professional contacts across them, including 10,960 with verified work emails. Sydney is the largest hub.
This list covers company matches for wealth & asset management companies associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 3, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest wealth & asset management companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,706 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 2 | 1,367 contacts → | ||||
Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 3 | 752 contacts → | ||||
Exact match “Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 4 | 601 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 5 | 425 contacts → | ||||
Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 6 | 330 contacts → | ||||
Exact match “BlueRock is for entrepreneurs, by entrepreneurs.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 7 | 321 contacts → | ||||
Exact match “Canaccord Genuity is a leading Australian financial services firm.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 8 | 316 contacts → | ||||
Exact match “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 9 | 309 contacts → | ||||
Exact match “Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 10 | 235 contacts → | ||||
Exact match “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 11 | 178 contacts → | ||||
Exact match “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 12 | 177 contacts → | ||||
Exact match “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 13 | 169 contacts → | ||||
Exact match “Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 14 | 158 contacts → | ||||
Exact match “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 15 | 151 contacts → | ||||
Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 16 | 144 contacts → | ||||
Exact match “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 17 | 127 contacts → | ||||
Exact match “Helping you to navigate life's financial decisions.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 18 | 124 contacts → | ||||
Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 19 | 116 contacts → | ||||
Exact match “Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 20 | 116 contacts → | ||||
Exact match “Who is First Financial?” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 21 | 107 contacts → | ||||
Exact match “Wilsons Advisory is now part of the Canaccord Genuity Group.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 22 | 102 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 23 | 97 contacts → | ||||
Exact match “We have rebranded from LGT Crestone to LGT Wealth Management.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 24 | 89 contacts → | ||||
Exact match “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
| 25 | 87 contacts → | ||||
Exact match “WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “wealth & asset management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,576 wealth & asset management companies based in Australia
See the full list, filter by size, metro and specialty, and access 10,960 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealth & asset management companies based in Australia at a glance
As of Nov 3, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 1,576 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “wealth & asset management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 10,960 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 3, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Wealth & asset management companies by metro
- Wealth & asset management companies in Sydney282
- Wealth & asset management companies in Melbourne177
- Wealth & asset management companies in Brisbane61
- Wealth & asset management companies in Perth44
- Wealth & asset management companies in Adelaide34
- Wealth & asset management companies in Brisbane City31
- Wealth & asset management companies in North Sydney26
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth & asset management companies are there based in Australia?
RevenueBase identified 1,576 company matches for wealth & asset management companies associated with Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth & asset management companies?
Sydney leads with 282 company records, followed by Melbourne (177) and Brisbane (61).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 10,960 professional contacts with verified work emails tracked across these 1,576 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 3, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,576 wealth & asset management companies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Wealth & asset management companies by geography
- Wealth & asset management companies based in Buenos Aires, Argentina
- Wealth & asset management companies based in Adelaide, Australia
- Wealth & asset management companies based in Brisbane City, Australia
- Wealth & asset management companies based in Brisbane, Australia
- Wealth & asset management companies based in Melbourne, Australia
- Wealth & asset management companies based in North Sydney, Australia
- Wealth & asset management companies based in Perth, Australia
- Wealth & asset management companies based in Sydney, Australia
- Wealth & asset management companies based in Vienna, Austria
- Wealth & asset management companies based in Belo Horizonte, Brazil
- Wealth & asset management companies based in Curitiba, Brazil
- Wealth & asset management companies based in Porto Alegre, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth & asset management companies based in Buenos Aires, Argentina
- Wealth & asset management companies based in Adelaide, Australia
- Wealth & asset management companies based in Brisbane City, Australia
- Wealth & asset management companies based in Brisbane, Australia
- Wealth & asset management companies based in Melbourne, Australia
- Wealth & asset management companies based in North Sydney, Australia
Company intelligence · public preview
Top 25 wealth & asset management companies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,576 matching company records for wealth & asset management companies based in Australia, with 20,139 tracked contacts and 10,960 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 3, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth & asset management companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Findexfindex.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,706 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perpetual Limitedperpetual.com.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,367 contacts → |
“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Netwealthnetwealth.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 752 contacts → |
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 601 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 425 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bluerockbluerock.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 330 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Canaccord Genuity Australiacgf.comHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 321 contacts → |
“Canaccord Genuity is a leading Australian financial services firm.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Praemiumpraemium.comHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 316 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Shadforth Financial Group LTDsfg.com.auHQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 309 contacts → |
“Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mutual Trust PTY LTDmutualtrust.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 235 contacts → |
“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  AGEISageis.com.auHQ: Sydney, AustraliaReported employees: Not recorded | Sydney, Australia | Not recorded | Exact match | 178 contacts → |
“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Count Groupcount.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 177 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Prime Financial Groupprimefinancial.com.auHQ: Southbank, AustraliaReported employees: 201-500 | Southbank, Australia | 201-500 | Exact match | 169 contacts → |
“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Evans & Partnerseandp.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 158 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 151 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Partners Wealth Grouppwg.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 127 contacts → |
“Helping you to navigate life's financial decisions.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Infocusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 124 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Elstonelston.com.auHQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 116 contacts → |
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  First Financialfirstfinancial.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 116 contacts → |
“Who is First Financial?” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wilsons Advisorycanaccordgenuity.com HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 107 contacts → |
“Wilsons Advisory is now part of the Canaccord Genuity Group.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LGT Crestone Wealth Management Limitedlgtwm.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 97 contacts → |
“We have rebranded from LGT Crestone to LGT Wealth Management.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Empower Wealthempowerwealth.com.auHQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 89 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hillross Financial Serviceshillross.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 87 contacts → |
“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,576 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth & asset management companies: dataset insights
November 3, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,558 records in the displayed employee bands.
18 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 1,576 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 3, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth & asset management companies by metro
- Wealth & asset management companies in Sydney282
- Wealth & asset management companies in Melbourne177
- Wealth & asset management companies in Brisbane61
- Wealth & asset management companies in Perth44
- Wealth & asset management companies in Adelaide34
- Wealth & asset management companies in Brisbane City31
- Wealth & asset management companies in North Sydney26
Questions about this company list
What does Exact match mean for wealth & asset management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth & asset management companies did RevenueBase find based in Australia?
The saved snapshot records 1,576 matching company records, 20,139 tracked contacts and 10,960 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 3, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth & asset management companies by geography
- Wealth & asset management companies based in Buenos Aires, Argentina
- Wealth & asset management companies based in Adelaide, Australia
- Wealth & asset management companies based in Brisbane City, Australia
- Wealth & asset management companies based in Brisbane, Australia
- Wealth & asset management companies based in Melbourne, Australia
- Wealth & asset management companies based in North Sydney, Australia
- Wealth & asset management companies based in Perth, Australia
- Wealth & asset management companies based in Sydney, Australia
- Wealth & asset management companies based in Vienna, Austria
- Wealth & asset management companies based in Belo Horizonte, Brazil
- Wealth & asset management companies based in Curitiba, Brazil
- Wealth & asset management companies based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 25 wealth & asset management companies based in Australia. Snapshot: November 3, 2026. https://revenuebase.ai/companies/wealth-asset-management-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth & asset management companies based in Buenos Aires, Argentina
- Wealth & asset management companies based in Adelaide, Australia
- Wealth & asset management companies based in Brisbane City, Australia
- Wealth & asset management companies based in Brisbane, Australia
- Wealth & asset management companies based in Melbourne, Australia
- Wealth & asset management companies based in North Sydney, Australia
Company intelligence · public preview
Top 25 wealth & asset management companies based in Australia
RevenueBase records 1,576 matching company records for wealth & asset management companies based in Australia, with 20,139 tracked contacts and 10,960 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 3, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 wealth & asset management companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Findexfindex.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,706 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perpetual Limitedperpetual.com.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,367 contacts → |
“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Netwealthnetwealth.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 752 contacts → |
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 601 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 425 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bluerockbluerock.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 330 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Canaccord Genuity Australiacgf.com HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 321 contacts → |
“Canaccord Genuity is a leading Australian financial services firm.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Praemiumpraemium.com HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 316 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Shadforth Financial Group LTDsfg.com.au HQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 309 contacts → |
“Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mutual Trust PTY LTDmutualtrust.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 235 contacts → |
“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | AGEISageis.com.au HQ: Sydney, AustraliaReported employees: Not recorded | Sydney, Australia | Not recorded | Exact match | 178 contacts → |
“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Count Groupcount.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 177 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Prime Financial Groupprimefinancial.com.au HQ: Southbank, AustraliaReported employees: 201-500 | Southbank, Australia | 201-500 | Exact match | 169 contacts → |
“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Evans & Partnerseandp.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 158 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 151 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Partners Wealth Grouppwg.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 127 contacts → |
“Helping you to navigate life's financial decisions.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Infocusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 124 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Elstonelston.com.au HQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 116 contacts → |
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | First Financialfirstfinancial.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 116 contacts → |
“Who is First Financial?” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wilsons Advisorycanaccordgenuity.com HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 107 contacts → |
“Wilsons Advisory is now part of the Canaccord Genuity Group.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LGT Crestone Wealth Management Limitedlgtwm.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 97 contacts → |
“We have rebranded from LGT Crestone to LGT Wealth Management.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Empower Wealthempowerwealth.com.au HQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 89 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hillross Financial Serviceshillross.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 87 contacts → |
“WHAT'S YOUR IDEA OF FINANCIAL FREEDOM?” We believe our kind of passion is a rare quality in the conservative and corporate world of wealth management.” Recorded description excerpt · November 3, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,576 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth & asset management companies: dataset insights
November 3, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,558 records in the displayed employee bands.
18 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 1,576 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 3, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Wealth & asset management companies by metro
- Wealth & asset management companies in Sydney282
- Wealth & asset management companies in Melbourne177
- Wealth & asset management companies in Brisbane61
- Wealth & asset management companies in Perth44
- Wealth & asset management companies in Adelaide34
- Wealth & asset management companies in Brisbane City31
- Wealth & asset management companies in North Sydney26
Questions about this company list
What does Exact match mean for wealth & asset management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many wealth & asset management companies did RevenueBase find based in Australia?
The saved snapshot records 1,576 matching company records, 20,139 tracked contacts and 10,960 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 3, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Wealth & asset management companies by geography
- Wealth & asset management companies based in Buenos Aires, Argentina
- Wealth & asset management companies based in Adelaide, Australia
- Wealth & asset management companies based in Brisbane City, Australia
- Wealth & asset management companies based in Brisbane, Australia
- Wealth & asset management companies based in Melbourne, Australia
- Wealth & asset management companies based in North Sydney, Australia
- Wealth & asset management companies based in Perth, Australia
- Wealth & asset management companies based in Sydney, Australia
- Wealth & asset management companies based in Vienna, Austria
- Wealth & asset management companies based in Belo Horizonte, Brazil
- Wealth & asset management companies based in Curitiba, Brazil
- Wealth & asset management companies based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 25 wealth & asset management companies based in Australia. Snapshot: November 3, 2026. https://revenuebase.ai/companies/wealth-asset-management-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth & asset management companies based in Buenos Aires, Argentina
- Wealth & asset management companies based in Adelaide, Australia
- Wealth & asset management companies based in Brisbane City, Australia
- Wealth & asset management companies based in Brisbane, Australia
- Wealth & asset management companies based in Melbourne, Australia
- Wealth & asset management companies based in North Sydney, Australia